• Work to learn the installation process and establish rapport with customers while demonstrating urgency to resolve issues • Maintain knowledge of technical advances and current industry trends • Perform administrative duties within established timeframes, including timesheets, service work orders, expense reports, and more

• Serve as a primary point of contact for routine client inquiries. • Support preparation for client meetings, including gathering and updating financial data. • Attend client meetings as needed and assist with follow-up actions. • Resolve client service requests in a timely and professional manner. • Prepare financial planning deliverables (charts, reports, and presentations). • Assist in developing portfolio recommendations aligned with client goals and risk tolerance. • Support portfolio reviews, reporting, and rebalancing activities. • Monitor account activity and assist with trade coordination. • Process new accounts, transfers, and account updates. • Coordinate with custodians and internal partners to complete account activity. • Maintain accurate client records and ensure compliance with regulatory requirements. • Support ongoing data management and reporting needs.

• Provide reassurance and solutions that make a difference in our customers' lives when they need us the most after an accident. • Inspect and assess vehicle damage, estimate vehicle repair costs, negotiate equitable settlements, and partner with body shops, rental companies, and parts providers. • Consult with involved parties, review insurance contracts, inspect vehicles, write estimates, and manage rental cars. • Resolve customer concerns, ensuring a positive experience. • Drive customer satisfaction through meaningful interactions.

• Handle complex claims using technical and industry knowledge • Settle claims promptly and accurately • Deliver excellent customer service • Collaborate in a team environment